Cruise and Theme Park Operational Updates due to Coronavirus

[sullivan.kscott]

Well considering DL/DCL.... right forcast, wrong destinations.

DCL is a whole different animal. So many moving parts and nations to get aligned. That one doesn’t surprise me at all.

 

[Krandor]

DCL is a whole different animal. So many moving parts and nations to get aligned. That one doesn’t surprise me at all.

Agree...
Even when they are allowed to restart DCL it is not going to be quick to do so. So many of the crew are from many different counties that have to be recalled and yeah discussions with the countries you want to stop at. The ramp up time from being told they can start to be able to start is likely to be months.

 

[sullivan.kscott]

Disney wouldn't have shut anywhere down in the first place if it was their decision alone.

Not true. Newsom originally told Disney they were exempt. Would have likely changed as time went on, but Disney closed their US parks on their own. And I’m sure FL could have continued on, guns blazing.

 

[rteetz]

Not true. Newsom originally told Disney they were exempt. Would have likely changed as time went on, but Disney closed their US parks on their own. And I’m sure FL could have continued on, guns blazing.

Yeah surely optics wouldn’t have been good but Disney didn’t need to close necessarily when they did.

 

[Mit88]

15 days and 3 negative COVID tests later and I’m free from my Disney/Universal vacationtine. And the first thing I did was go to the gym for the first time in 6 months. And boy was that a disaster. There’s probably more need for me to quarantine for 14 days after 1 gym visit than a 9 day trip at Disney. 3 People using the restroom and not washing their hands, and that was before I even left the locker room to go out onto the gym floor. Very few people washing equipment after use. Members giving each other handshakes and hugs.

How is it that Disney, a company with ~20k guests per day through 4 parks, not even counting DS can do what a small business dealing with at most 100-200 people at a time cannot. Its absolutely mind boggling

 

[princesscinderella]

I think Disney sees the water parks as a “nice to have,” and not a “must have” in their operations. Those things aren’t cheap to run. The longer they can hold out putting butts in seats and beds without paying for water park upkeep and staffing the better for their bottom line. I see the March timeline as them seeing light at the end of the tunnel and not a negative at all.

I agree that this gives a definite timeline to get them back open. They always close each of the water parks at different times anyways during the florida “winter” months anyway with only one operating at a time.

 

[Farro]

I think Disney sees the water parks as a “nice to have,” and not a “must have” in their operations. Those things aren’t cheap to run. The longer they can hold out putting butts in seats and beds without paying for water park upkeep and staffing the better for their bottom line. I see the March timeline as them seeing light at the end of the tunnel and not a negative at all.

I'm choosing to sit here with you on the positivity couch!

 

[sullivan.kscott]

I'm choosing to sit here with you on the positivity couch!

There’s plenty of room, but it’s filling quickly!
ps We have bourbon

 

[sullivan.kscott]

15 days and 3 negative COVID tests later and I’m free from my Disney/Universal vacationtine. And the first thing I did was go to the gym for the first time in 6 months. And boy was that a disaster. There’s probably more need for me to quarantine for 14 days after 1 gym visit than a 9 day trip at Disney. 3 People using the restroom and not washing their hands, and that was before I even left the locker room to go out onto the gym floor. Very few people washing equipment after use. Members giving each other handshakes and hugs.

How is it that Disney, a company with ~20k guests per day through 4 parks, not even counting DS can do what a small business dealing with at most 100-200 people at a time cannot. Its absolutely mind boggling

TRUTH. My gym is ok because it’s in an old Toy R Us and usually pretty light at 5am, but I’ve seen some really bad behavior in our hospital med staff lounge. Of all places

 

[SaintsManiac]

15 days and 3 negative COVID tests later and I’m free from my Disney/Universal vacationtine. And the first thing I did was go to the gym for the first time in 6 months. And boy was that a disaster. There’s probably more need for me to quarantine for 14 days after 1 gym visit than a 9 day trip at Disney. 3 People using the restroom and not washing their hands, and that was before I even left the locker room to go out onto the gym floor. Very few people washing equipment after use. Members giving each other handshakes and hugs.

How is it that Disney, a company with ~20k guests per day through 4 parks, not even counting DS can do what a small business dealing with at most 100-200 people at a time cannot. Its absolutely mind boggling

I know I would feel safe at WDW. It’s everywhere between my house and there that I worry about.

I was so tempted to book a trip for fall break, but my kid is going back to school in person, so we can’t self quarantine for 14 days after.

 

[sullivan.kscott]

I know I would feel safe at WDW. It’s everywhere between my house and there that I worry about.

I was so tempted to book a trip for fall break, but my kid is going back to school in person, so we can’t self quarantine for 14 days after.

Not sure what your flight pattern would be, but MSP and SLC, in addition to Delta, really nailed the protocol on our trip in August. Felt as safe as the parks, tbh.
Lyft and Mears (we stayed at Royal Pacific) were amazing, as well. I know sometimes ride shares are hit or miss, but it was very uniform from a safety standpoint this time around. Everyone’s car was second to none showroom clean.

ETA: Is it the district requiring quarantine? Just curious because ours has no such requirement. Of course, I live in the state hotspot so it’s really a moot point.

 

[SaintsManiac]

Not sure what your flight pattern would be, but MSP and SLC, in addition to Delta, really nailed the protocol on our trip in August. Felt as safe as the parks, tbh.
Lyft and Mears (we stayed at Royal Pacific) were amazing, as well. I know sometimes ride shares are hit or miss, but it was very uniform from a safety standpoint this time around. Everyone’s car was second to none showroom clean.

ETA: Is it the district requiring quarantine? Just curious because ours has no such requirement. Of course, I live in the state hotspot so it’s really a moot point.

We fly from New Orleans, always Southwest. It’s MCO I’ve heard bad things about. We would rent a car if flying. Our plan is to drive to WDW in June, but the cabin fever right now is bad. We have a trip to Orange Beach, AL planned for fall break, but the condo we stay in was damaged in hurricane Sally. I am wishing for a trip anywhere at this point.

Our district doesn’t require quarantine, but I wouldn’t feel right about skipping it after a trip like that.

 

[sullivan.kscott]

We fly from New Orleans, always Southwest. It’s MCO I’ve heard bad things about. We would rent a car if flying. Our plan is to drive to WDW in June, but the cabin fever right now is bad. We have a trip to Orange Beach, AL planned for fall break, but the condo we stay in was damaged in hurricane Sally. I am wishing for a trip anywhere at this point.

Our district doesn’t require quarantine, but I wouldn’t feel right about skipping it after a trip like that.

Ah. MCO was so dead I don’t know it mattered
As for the quarantine, I understand. We’re raging so hard here and I’m a healthcare provider - so exposure from dad or the general public is a wash, anyway. Thank you for being mindful in your plans - it’s what’s going to keep as many as possible safe.

 

[Mit88]

I know I would feel safe at WDW. It’s everywhere between my house and there that I worry about.

I was so tempted to book a trip for fall break, but my kid is going back to school in person, so we can’t self quarantine for 14 days after.

I had no issues at either airport experience. But I’ve also heard horror stories from people, specifically Denver which is a big hub city. So its really a calculated risk because you can’t know beforehand. And that’s exactly the problem. I could have been 3 steps away from someone I could have contracted the virus from at all times down there and not even know. That’s a big question mark with travel. I feel Disney did an impeccable job at least making it feel like guests were safe on their property. Except for Disney Springs. And their temperature checks were a joke. 75% of the time they werent even looking at the temperature, unless it makes a noise when you’re over, it’s obviously safety theater.

The 14 day quarantine wasn’t much different than what we did pre-trip. I work from home. My SO just started going back into the office 2 weeks before we left, but she’s able to work remotely. We could have used 1 day to do grocery shopping because we forgot a few things to stock up before we left, but wasn’t a huge deal, not enough to risk it by going to the store even with being confident we were clear after the 2nd negative test. But not everyone is able to quarantine for 14 days, especially now that work and school are back.

Also, and this is probably just me, but I tried to look at this trip at times with the POV of people here that have children, how the mask situation is, meet and greets, etc. What I thought was the thing that I personally would have felt ruin the trip the most had I had children would be the show rooms. Haunted mansion, tower of terror and a few others. That would be devastating to me as someone who loves those rides to have those things ruined through the eyes of a child just walking through the stretching room especially.

 

[yulilin3]

Just wanted to pop up and assure you that the 3 stadiums at Sea World are being thoroughly cleaned, my calves and knees can attest to it benches and handrails.

 

[osufeth24]

Just wanted to pop up and assure you that the 3 stadiums at Sea World are being thoroughly cleaned, my calves and knees can attest to it benches and handrails.

you working at Sea World now?

I remember a little while ago you had an interview somewhere at Disney Springs that didn't pan out. If you did get a gig at SW, congrats!

If not, well, thanks for cleaning LOL

 

[Elle23]

If not, well, thanks for cleaning LOL

Now that would be dedication!

 

[yulilin3]

you working at Sea World now?

I remember a little while ago you had an interview somewhere at Disney Springs that didn't pan out. If you did get a gig at SW, congrats!

If not, well, thanks for cleaning LOL

Lol, yeah im working at SW, started yesterday.

 

[Chris Ehlers]

Agree...
Even when they are allowed to restart DCL it is not going to be quick to do so. So many of the crew are from many different counties that have to be recalled and yeah discussions with the countries you want to stop at. The ramp up time from being told they can start to be able to start is likely to be months.

Right now 3 of the ships are in Dry Dock and the 4th is on her way there. So DCL is not coming back this year.

 

[hertamaniac]

The craziest thing for me about Disney is their share price.

It seems bonkers to me that its holding not far off where it was at the start of the year when they still have no idea when they will have even a hint of return to normal from the movie studio and parks/resorts/DCL looks like it will be significantly impacted well into next year at least.

I don't get it either, but the forecast/speculation for next year or further might be built-in. Even so, I don't project it to be above $100/share especially at an estimated ~ -34% return.